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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1301
Zions Bancorporation
Utah
$269K -$14.6K -248 -6%
PA
1302
PSI Advisors
Florida
$269K +$244K +4,148 New
GIM
1303
Grassi Investment Management
California
$267K – – –
PWPS
1304
Pinnacle Wealth Planning Services
Ohio
$267K +$242K +4,121 New
CLOS
1305
Compagnie Lombard Odier SCmA
Switzerland
$266K – – –
TFF
1306
The Family Firm
Maryland
$266K +$59 +1 +0%
ATFA
1307
All Terrain Financial Advisors
Minnesota
$265K – – –
SAM
1308
Sawgrass Asset Management
Florida
$264K -$5.59K -95 -2%
TSW
1309
Thompson Siegel & Walmsley
Virginia
$264K +$9.41K +160 +4%
SDWIA
1310
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$264K +$31.8K +540 +15%
SFO
1311
Stokes Family Office
Louisiana
$264K +$238K +4,052 New
SIA
1312
Soltis Investment Advisors
Utah
$264K +$239K +4,059 New
CIA
1313
CCM Investment Advisers
South Carolina
$263K -$8.18M -139,098 -97%
ST
1314
Spinnaker Trust
Maine
$262K – – –
MSS
1315
Mitchell Sinkler & Starr
Pennsylvania
$260K -$94.1K -1,600 -29%
OWP
1316
Obermeyer Wealth Partners
Colorado
$260K -$12.6K -215 -5%
SCM
1317
Salem Capital Management
Massachusetts
$260K – – –
LSAG
1318
Lake Street Advisors Group
New Hampshire
$260K +$235K +4,005 New
JLBC
1319
J.L. Bainbridge & Co
Florida
$259K – – –
SIC
1320
Shoker Investment Counsel
Ohio
$259K +$1.12K +19 +0.5%
CCMG
1321
Clark Capital Management Group
Pennsylvania
$257K -$16.6M -281,511 -99%
AAM
1322
Autus Asset Management
Arizona
$257K -$11.8K -200 -5%
MWP
1323
Moller Wealth Partners
$257K – – –
FFN
1324
Focus Financial Network
Minnesota
$256K -$6.47K -110 -3%
TIA
1325
Tiemann Investment Advisors
California
$255K -$2.35K -40 -1%
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